Import and export leads

Import a file

1. Open Dashboard → Import Leads.
2. Choose the source file and review its headers. Use consistent column names for name, phone, email and custom fields.
3. Map each column to an existing SHVYA field; ignore columns that should not be stored.
4. Select the target pipeline and stage and review the import preview.
5. Start the import and inspect its completion state and row-level feedback.

Make your source reliable

• Include country codes where possible. Normalize Indian numbers consistently.
• Use matching attribute names and valid dropdown options.
• Remove duplicate and stale rows before upload.
• Importing a lead is not customer consent to initiate unrestricted WhatsApp messaging.
• Large jobs may run asynchronously; partial UI pagination is not the same as a completed import.

Export an authorized selection

Select the permitted pipeline/stage and apply filters, then export. SHVYA supports XLSX exports with core and chosen custom attributes. Only organization/pipeline records that your role is allowed to read can be exported.

Debug a missing row

Check file format, phone validation, column mapping, duplicate matching, job outcome, destination pipeline and permissions. A row reported as updated may not appear as a new lead. Compare the original phone against normalized CRM search results.

Bulk actions · CRM overview.